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LEE DANNER & BASS INC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEE DANNER & BASS INC on SCHW, newest first. How the timeline and the estimate are built.

LEE DANNER & BASS INC held 44,074 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,074 shares
    Change vs previous 13F +29,255 shares

    0.23% of the 13F portfolio, value $4,066,740.

    13F-HR 0000939219-26-000007 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,819 shares
    Change vs previous 13F +600 shares

    0.09% of the 13F portfolio, value $1,392,705.

    13F-HR 0000939219-26-000004 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,219 shares
    Change vs previous 13F +6,800 shares

    0.1% of the 13F portfolio, value $1,420,637.

    13F-HR 0000939219-26-000002 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,419 shares
    Change vs previous 13F +7,419 shares

    0.05% of the 13F portfolio, value $708,308.

    13F-HR 0000939219-25-000011 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,360 shares

    13F-HR 0000939219-25-000006 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,360 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $100,666.

    13F-HR 0000939219-25-000004 filed by LEE DANNER & BASS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).